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US-China trade war: what’s next for Asia’s ferro-alloys sector? | Part 1

As US-China trade tensions intensify, Fastmarkets outlines the key challenges and opportunities for the Asian ferro-alloys sector ahead of the Asia Ferroalloys 2025 Conference.

April 1, 2025
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By Tina Tong, Jessica Long, the Fastmarkets team

Insights
US policy analysis: Order to increase US mineral production

The 2025 executive order on U.S. mineral production is a major step toward strengthening domestic supply chains and national security. By boosting domestic mineral production, it aims to reduce reliance on imports and ensure a secure future for critical industries. This order will shape the future of U.S. mining and its role in global markets.

April 1, 2025
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By Amy Bennett

Insights
Trump’s order to boost critical mineral production draws praise and some concerns

The United States is taking steps to strengthen its critical mineral supply. This move focuses on boosting domestic production, improving supply chains, and addressing regulatory challenges. These efforts aim to enhance economic growth and reinforce national security.

April 1, 2025
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By Grace Asenov

Insights
Proposal to amend frequency of Chinese manganese flake: pricing notice

Fastmarkets selects the frequency of publication of a market assessment after considering the number of data points (deals, bids, offers, deals heard and assessments) that it can reasonably expect to collect on a consistent basis over the selected period to support the price assessment process. This proposal follows preliminary discussions with the market as well […]

April 1, 2025
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Insights
Aluminium reliant industries not spared from the impact of tariffs

US aluminium tariffs have far-reaching effects on prices across key industries, from construction and automotive to aerospace. These changes shape costs and influence business operations nationwide.

March 31, 2025
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By Yasemin Esmen, David Bartle

Insights
Voluntary carbon markets: key updates and insights

Voluntary carbon markets (VCMs) are navigating a crucial phase as global efforts toward net-zero emissions intensify. With corporate investments, innovative technologies, and evolving policy frameworks at the forefront, VCMs hold immense potential to address climate change. Drawing on recent developments, this summarises some of the key articles from our free voluntary carbon markets weekly newsletter. […]

March 31, 2025
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By Sam Carew, Fastmarket team

Insights
Brazil’s ANP denies request from fuel distributors to suspend biodiesel blending mandate

The National Petroleum, Natural Gas and Biofuels Agency (ANP) denied late on Thursday, March 27, a request from Brazil’s National Union of Fuel and Lubricant Distribution Companies (Sindicom) to suspend the mandatory biodiesel blend in diesel for 90 days in the country. Brazil currently has a mandatory blend of biodiesel in diesel at 14% (B14), […]

March 31, 2025
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By the Fastmarkets team, Taís Laporta, Leticia Pakulski

Insights
Addition of missing soybean crush margin values

AG-SYB-0078 Crush Margin China Soy (Brazil) March 20, 2024:M1: 104.25 yuan per tonneM2: 63.25 yuan per tonneM3: 43.25 yuan per tonneM4: -44.75 yuan per tonneM5: -122.25 yuan per tonneM6: -132.75 yuan per tonne August 21, 2024:M1: -5 yuan per tonneM2: -6.75 yuan per tonneM3: -50.25 yuan per tonneM4: -100.5 yuan per tonneM5: 23.5 yuan per tonneM6: 34.5 yuan per tonne AG-SYB-0079 Crush Margin China Soy (US Gulf) March 20, […]

March 28, 2025
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By the Fastmarkets team

Insights
Pallet market finds stability after early month tariff drama

The US pallet market saw an early month jolt in low-grade prices on the heels of the March tariff implementation drama followed by renewed stability. Uncertainty is rising across global trade as the White House prepares to unveil a narrower—but still significant—set of reciprocal tariffs, expected to take effect on April 2. Administration officials have […]

March 28, 2025
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By Antonio Gallotta, Ian Templeton

Insights
Open consultation on annual methodology review for ferro-molybdenum in-whs Rotterdam; molybdic oxide in-whs Rotterdam, Busan

Fastmarkets is inviting feedback from the industry on the pricing methodology for ferro-molybdenum 65% Mo min, in-whs Rotterdam, $/kg Mo; molybdenum drummed molybdic oxide 57% Mo min, in-whs Rotterdam, $/lb Mo; and molybdenum MB drummed molybdic oxide Mo, in-whs Busan, $/lb, as part of its annual methodology review process.

March 28, 2025
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By Claire Patel-Campbell

Insights

Top stories across markets

The state of the North American packaging market 2025

Discover key takeaways from the North American packaging market webinar, essential for supply chain and procurement leaders in 2025.

June 12, 2025

By: Jonathan Rager

Graphite at a crossroads: Trade wars, tax credits and the future of EVs

The graphite industry in 2025 faces major challenges, including trade wars, high US tariffs on synthetic graphite and policy changes affecting EV manufacturing and tax credits. Low natural graphite prices, oversupply and slow EV growth make diversifying supply chains essential for market stability.

June 12, 2025

By: Amy Bennett

Key iron ore and green steel topics at Fastmarkets’ International Iron Ore & Green Steel Summit 2025

At Fastmarkets’ International Iron Ore & Green Steel Summit 2025, we expect topics such as iron ore pricing trends, green steel developments and growing demand for high-grade pellets to emerge. The event will address decarbonization, Europe’s green steel growth and shifts in scrap and pellet markets driven by supply and cost changes.

June 11, 2025

By: Julia Bolotova

What the ‘One, Big, Beautiful Bill’ means for the IRA

Analysts suggest that the “One, Big, Beautiful Bill” may impact clean energy and battery manufacturing in the US by altering key incentives from the Inflation Reduction Act (IRA).This may disrupt supply chains, cut investment in renewable energy and raise costs for electric vehicles, home energy products and other clean technologies.

June 11, 2025

By: Yasemin Esmen

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